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郭家耀: 料港股短期在23,500至24,200點水平整固
阿思達克 12-10 09:32
安里資產管理董事總經理郭家耀稱,美股週四回落,大市連日反彈後有回吐,三大指數均錄得跌幅收市,科技股表現向下,拖累納指跌幅較為顯著。美元持續強勢,美國十年期債息回落至1.49厘水平,金價及油價走勢回落。港股預託證券普遍向下,預料大市早段跟隨外圍低開。內地股市繼續上升,滬綜指高開高走,收市上升0.9%,滬深兩市成交額亦有所增加。港股連日向上,指數企穩24,000點水平,大市成交亦略為增加。藍籌股升勢全面,投資者憧憬寬鬆政策落實,加上新經濟股表現向好,有利大市走勢,預料指數短期可望在23,500至24,200點水平整固。 行業消息 阿里(09988.HK)公布業務重整,新設兩大板塊「中國數字商業」及「海外數字商業」,以加強決策和行動力、提升整體效率,把握內地和海外市場的機遇。「中國數字商業」整合淘寶、天貓、淘菜菜、淘特和國內貿易等業務。「海外數字商業」,包括全球速賣通、國際貿易海外業務的組織,以及東南亞電商平台Lazada等面向海外市場的多家子公司,並訂下海外市場的戰略藍圖和組織保障。阿里業務增長遇瓶頸,目前急需進行轉型,一系列人事變動及重整業務佈局,有望加快推進改革,投資者將在未來的季度業績觀察何時恢復增長動力,短線股價進一步反彈空間不大。 (筆者為證監會持牌人仕,沒持有上述股份)~
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